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Lenet R
CFP®, Series 63, Series 66
Decatur, GA
Blue Otter Financial Planning
Lenet Rivas is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Blue Otter Financial Planning in Decatur, GA. Prior to founding Blue Otter, Rivas worked at Cresset Asset Management and Fidelity Investments. Rivas’s background also includes roles at Oxford College of Emory University and Emory University. Blue Otter Financial Planning offers comprehensive financial planning for individuals and high-net-worth clients, focusing on areas such as retirement planning, estate planning, and Social Security strategies. The firm emphasizes educational workshops and one-on-one sessions, providing investment consultation centered on a passive, long-term asset allocation approach without offering ongoing portfolio management or executing trades.
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